Back to top
more

Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd - Cl A: (MF: LFRAX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 05:56 PM ET

$7.99 USD

-0.01 (-0.13%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.32 3
3 months 2.57 1
6 months 2.32 3
1 Year 5.87 3
3 Year 7.75 3
5 Year 5.72 4
10 Year 4.52 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 156.60

Load Adjusted Returns as of Jun 30, 2026

1 Year 3.54
5 Year 5.24
10 Year 4.28
Since Inception 4.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.24 2.57 NA NA
2025 0.40 2.08 1.73 1.70
2024 2.63 1.82 1.98 2.05
2023 2.99 3.23 3.07 2.82
2022 -0.11 -5.19 1.22 2.42
2021 1.82 1.80 0.97 0.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.326.048.7612.68-1.824.81-2.027.29-0.223.099.88
% Total Return Rel to Index 1.42-1.337.507.1611.206.36-9.52-1.43-0.23-0.447.23
% Total Return Rel to Peer 0.76-0.116.718.468.543.58-9.330.690.550.647.39
% Perf Quintile vs Peer* 1.003.001.001.001.002.005.002.003.002.001.00
% Dividends 0.250.560.660.660.390.290.340.480.460.340.41
% Yield 2.596.848.006.424.923.434.045.345.273.634.34
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.810.800.800.800.790.800.810.790.790.80

* 1 = Top 20%, 5 = Bottom 20%